ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 5.5% of their position (75K shares) of VERTEX, INC. on the open market
Open‑market sale worth $4.13M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 12/11/2024ACC: 0001104659-24-127685
InsiderITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1819244
→10% OwnerOther
Since Jul 2020
-75K
Net shares
Net seller
$4.13M
Total sold
2
Open market trades
0B · 2S
2
Total transactions
75K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
−13.35K
Price / share
$55.13
Trade value
$735.76K
% of position
1.0%
12/9/2024
1.36M→1.34M
Class A Common Stock
Direct
Shares
−61.65K
Price / share
$54.98
Trade value
$3.39M
% of position
4.6%
12/10/2024
1.34M→1.28M
Total
Net shares
−75K
Net value
-$4.13M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 12/9/2024 | S · Sale | −13.35K | $55.13 | $735.76K | 1.0% | 1.36M | 1.34M |
| Class A Common Stock Direct | 12/10/2024 | S · Sale | −61.65K | $54.98 | $3.39M | 4.6% | 1.34M | 1.28M |
| Total | −75K | -$4.13M | ||||||
Derivative Transactions0
No derivative transactions reported